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iShares ESG Aware MSCI EM ETF

491 hedge funds and large institutions have $2.72B invested in iShares ESG Aware MSCI EM ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.65% less ownership

Funds ownership: 66.42%65.77% (-0.65%)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2% less funds holding

Funds holding: 501491 (-10)

9% less capital invested

Capital invested by funds: $2.97B → $2.72B (-$258M)

17% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 205

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

97% less call options, than puts

Call options by funds: $6K | Put options by funds: $206K

Holders
491
Holders Change
-10
Holders Change %
-2%
% of All Funds
7.79%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
36
Increased
170
Reduced
205
Closed
38
Calls
$6K
Puts
$206K
Net Calls
-$200K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$6.65M -$1.3M -40,901 -16%
FLA
52
Financial Life Advisors
Texas
$6.44M +$131K +4,132 +2%
NA
53
NewEdge Advisors
Louisiana
$5.88M +$575K +18,155 +10%
TFCP
54
Twin Focus Capital Partners
Massachusetts
$5.61M +$328K +10,354 +6%
CAN
55
Cetera Advisor Networks
California
$5.4M +$976K +30,831 +21%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$5.31M +$347K +10,942 +7%
WP
57
WealthSource Partners
California
$5.18M -$123K -3,884 -2%
AA
58
Alesco Advisors
New York
$5.05M -$9.15K -289 -0.2%
B
59
Bailard
California
$4.92M +$257K +8,113 +5%
SWM
60
SigFig Wealth Management
California
$4.91M -$196K -6,185 -4%
LGWM
61
Litman Gregory Wealth Management
California
$4.9M -$106K -3,346 -2%
OFG
62
Oxford Financial Group
Indiana
$4.75M -$11.5K -363 -0.2%
WI
63
WrapManager Inc
California
$4.53M +$65.1K +2,055 +1%
SHGA
64
Sand Hill Global Advisors
California
$4.36M -$150K -4,723 -3%
IPW
65
Intergy Private Wealth
Colorado
$4.2M -$116K -3,663 -3%
AAS
66
Avantax Advisory Services
Texas
$4.18M -$10.8K -340 -0.2%
LWP
67
Laurel Wealth Planning
Minnesota
$4.03M +$74.4K +2,350 +2%
VHAM
68
Van Hulzen Asset Management
California
$3.98M -$1.37M -43,362 -25%
MWM
69
Modera Wealth Management
New Jersey
$3.97M +$127K +4,000 +3%
CWM
70
Connecticut Wealth Management
Connecticut
$3.81M
RJA
71
Raymond James & Associates
Florida
$3.79M +$220K +6,945 +6%
IWP
72
Icon Wealth Partners
Texas
$3.78M +$8.14K +257 +0.2%
Mariner
73
Mariner
Kansas
$3.6M +$260K +8,220 +7%
LFASL
74
Lugano Financial Advisors SA (LFA)
Switzerland
$3.51M -$930K -29,383 -20%
LSAG
75
Lake Street Advisors Group
New Hampshire
$3.19M